State of Michigan. Welcome to Vendor & Payee Registration Process Overview. for. Business Payees. Brought to you by the Office of Financial Management

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1 State of Michigan Welcome to Vendor & Payee Registration Process Overview for Business Payees Brought to you by the Office of Financial Management

2 Getting Started Use the Page Down Key or Page Up Key to navigate Navigation This training is manually controlled by the trainee. Pressing the Page Down Key on your keyboard will allow you to proceed screen by screen. Pressing the Page Up Key will allow you to backup to the previous screen. Many screens contain sequential popup information. If you wish to repeat the sequence, first press Page Up and then press Page Down. If you wish to skip quickly through the sequential information, press the Page Down Key before the sequence ends. The scroll bar at the far right will allow you to navigate quickly through multiple screens. Linking from the Tutorial This tutorial contains links to reference information. Be sure to click the <BACK> button on your browser to return to the training. Clicking the X (Close) button will close the training tutorial. When linking, click the BACK button to return to training

3 What is a Business Payee? Examples of a business payee are: Sole Proprietor Partnership Limited Liability Company Corporation 501(C)3 Nonprofit Non Resident Aliens, Foreign Corporations or Foreign Partnerships Church or Church Controlled Organization Nonprofit Organization Estate/Trust Government Agency School If you are not a Business Payee, please access the training for Individual Payee. If you are already registered and want to find out more about the new Multiple EFT functionality, please access the Multiple EFT Overview Tutorial

4 Who is this training for? Business Payees who are registering for the first time in Contract and Payment Express Business Payees who intend or expect to receive bids, purchase orders, and/or receive payments from the State of Michigan Business Payees who are registering in order to sign up for Multiple EFT (Direct Deposit) Business Payees who wish to see an overview of the C&PE registration process prior to their actual registration

5 What is needed to Register as a Business Payee? Type of ownership (corporation, partnership, sole proprietor, etc.) Legal business / sole proprietor name Tax Identification Number (TIN) address (optional) Primary contact information Counties in which you are willing to provide goods/services (optional) Identify the goods/services you are willing to provide (optional) Any additional address and information associated with each business location

6 Access the Contract and Payment Express Welcome Page michigan.gov/cpexpress

7 The Welcome Page contains instructions that should be read by all Business Payees who wish to register. When you have finished reading the instructions and are ready to register, click on the Go to C&P Express button. Click Go to C&P Express NOTE: C&PE REGISTRATION HAS A 10 MINUTE TIMEOUT FEATURE. WHEN REGISTERING, IF YOU EXCEED 10 MINUTES WITHOUT CLICKING THE SCREEN OR TYPING ENTRIES, YOUR REGISTRATION SESSION WILL EXPIRE. IF THAT HAPPENS, YOU SHOULD CONTACT US FOR ASSISTANCE. YOU WILL BE INSTRUCTED TO EITHER START OVER OR WAIT FOR A PASSWORD TO BE MAILED TO YOU. TIP - ONE WAY TO AVOID TIMING OUT IS TO PERIODICALLY CLICK YOUR SCREEN WHEN YOU NEED MORE TIME TO READ OR THINK THROUGH YOUR ENTRIES.

8 TIP CLICK ON FAQ FOR FREQUENTLY ASKED QUESTIONS OR KEYWORDS FOR DEFINITIONS OF TERMS USED Click the New users button

9 Create a unique User ID Enter your Tax Identification Number (TIN) This Icon means you will need to scroll down the page when registering of 28% of all payments. NOTE: AN ASTERISK (*) INDICATES REQUIRED FIELDS TIP ENTER YOUR FEIN OR SSN WITH NO SLASHES, DASHES OR SPACES

10 Select the appropriate TIN type Select the appropriate Registration type(s) Click Continue

11 DID YOU RECEIVE THIS MESSAGE? TIP IF YOU RECEIVE THE MESSAGE CONFIRM PASSWORD MAILING ADDRESS IT MEANS YOU ARE ALREADY ON THE STATE VENDOR FILE. CLICK ON YES IF THE ADDRESS SHOWN IS CORRECT, A PASSWORD WILL BE MAILED TO YOU. IF THE ADDRESS IS NOT CORRECT, CLICK ON CONTACT US AND CALL PAYEE REGISTRATION FOR ASSISTANCE. THEN CLICK NO TO EXIT. If yes, confirm information and record User ID for future use Enter Security Code Click Yes Click No if information is incorrect

12 Enter Business Name or Names Enter Contact Information Note: A Sole Proprietor will be asked to provide their first and last name Note: If you intend to sign up for Direct Deposit and enter an address in the field, you will be notified by prior to receiving a payment in your bank account

13 Enter Federal tax reporting address Select address preferences Select Type of business

14 Select type of commodities and business size Select Business characteristics Select Backup withholding Click Submit

15 Confirm Registration Details Click Yes to add information Click No if information is incorrect

16 Your W-9 is automatically filled in for you TIP IF THERE IS NO SUBMIT BUTTON, YOU MUST PRINT THE W-9, SIGN, DATE AND MAIL IT TO THE ADDRESS SPECIFIED ON THE FORM. THEN CLICK CONTINUE. Click Submit TIP IF YOU ARE A FOREIGN BUSINESS PAYEE, THE W-9 SCREEN WILL NOT APPEAR. FOREIGN PAYEES MUST SEND A COMPLETED W-8 FORM TO THE STATE OF MICHIGAN, WHICH CAN BE PRINTED FROM THE FORMS & REFERENCE SECTION.

17 Select your Counties or the Entire State Click Submit County map Note - Click Cancel if you do not wish to select a county or counties

18 You will next be asked to sign up for Direct Deposit/EFT of your payments. What information is needed to sign up? Account Holder Name(s) Account Type(s) (Saving or Checking) Account Indicator(s) (Consumer or Commercial) Financial Institution Routing Number(s) Financial Institution Account Number(s) A printer is required to print the Direct Deposit Authorization Form for your records (optional) For U.S. Financial Institutions Only

19 What are the advantages of Multiple EFT/Direct Deposit? Funds may be available more quickly and the risk of payments being delayed or lost in the mail is eliminated You can establish multiple Direct Deposit bank accounts However you can associate only one bank account to one mailing address at a time

20 The Add Direct Deposit Details Screen has 4 sections that must be scrolled to access. We will look at each section separately Financial Institution Account Section Payment Details Section Status Section Payment Mailing Address Section

21 Note: You are now establishing bank Acct Seq No 001 Note: Your Payee number and Payee name should appear Enter Joint Account Holder s names if any

22 Select Account type Select Account indicator Enter and Confirm Routing number Enter and Confirm Account number TIP-YOU WILL SAVE TIME IF YOU OBTAIN YOUR FINANCIAL INFORMATION PRIOR TO YOUR ACTUAL REGISTRATION

23 Fill out the Payment details section if needed NOTE: PAYMENT DETAIL FROM YOUR BANK IS GENERALLY ONLY REQUIRED BY LARGE BUSINESSES. USUALLY, PAYMENT DETAIL ON THE C&PE WEBSITE IS SUFFICIENT TIP YOU MUST ASSOCIATE AN ADDRESS WITH THE ABOVE DIRECT DEPOSIT ACCOUNT CHECK THE BOX TO SIGNIFY THE ADDRESS YOU WISH TO ASSOCIATE TO BANK ACCT SEQ NO 001 Click Submit TIP CLICK CANCEL IF YOU CHOOSE NOT TO SIGN UP FOR DIRECT DEPOSIT AT THIS TIME

24 Click the printer icon to print the form for your records Next, you must submit the authorization electronically After reading, check the box to agree to the Terms and Conditions Note: Click Update Direct Deposit Information if you wish to change or correct your Direct Deposit details Click Submit

25 Enter your commodity number or determine your commodity class TIP THERE ARE 90 PAGES OF COMMODITY NUMBERS & DESCRIPTIONS IN THE LIST YOU MAY VIEW THEM NOW IF YOU NEED TIME TO THINK OVER YOUR COMMODITY CODE SELECTIONS, THE BEST APPROACH IS TO VIEW THEM NOW AND DECIDE YOUR CODES PRIOR TO REGISTERING. TIP THIS SCREEN WILL NOT APPEAR IF YOU PREVIOUSLY INDICATED THAT YOU DID NOT SUPPLY A COMMODITY TYPE TO THE STATE OF MICHIGAN.

26 NOTE: THIS SCREEN WILL APPEAR IF YOU SELECTED ENTER NUMBER FROM THE SELECT COMMODITY CLASSES SCREEN YOU MAY ENTER YOUR CODES IF YOU KNOW THEM

27 NOTE: THIS SCREEN WILL APPEAR IF YOU SELECTED A COMMODITY CLASS IT SHOWS ALL THE 5 DIGIT COMMODITY CODES WITHIN THE 3 DIGIT COMMODITY CLASS MAKE YOUR SELECTIONS AS APPROPRIATE

28 If you entered or selected commodities/services, view them here Click Continue REGISTRATION TIP ACCESSING THE COMMODITY LISTING AND SEARCHING FOR YOUR COMMODITY NUMBERS MAY CAUSE YOU TO TIME OUT AND LOSE YOUR SESSION. YOU CAN DOWNLOAD THE 90 PAGE LIST, SKIP YOUR SELECTION AND CONTINUE WITH YOUR REGISTRATION ENTERING THE COMMODITY CODES AT A LATER DATE. TO DO THIS: CLICK VIEW SELECTED COMMODITIES FROM THE SELECT COMMODITY CLASSES SCREEN AND CLICK CONTINUE. YOU CAN ACCESS C&PE 24/7 AND ADD YOUR CODES LATER.

29 Verify all your information you may also add additional addresses or edit the Registration Details from this screen TIP YOU MAY WANT TO PRINT THE REGISTRATION PAGES YOU ARE SUBMITTING USING YOUR BROWSER S PRINT OPTION FOR YOUR RECORDS

30 Note: Bank Acct Seq No 001 details Note: Address # 1 is also Mail code # 000/001 Note: Acct Seq No 001 is associated to Address # 1 SCROLLING DOWN, YOU CAN REVIEW YOUR DIRECT DEPOSIT ACCOUNT DETAIL AND THE ADDRESS/ACCOUNT ASSOCIATION YOU ESTABLISHED

31 AT THIS POINT YOU MAY CHOOSE TO ADD MORE BANK ACCOUNTS BY CLICKING THE ADD DIRECT DEPOSIT ACCOUNT LINK ON THE PREVIOUS PAGE AND/OR ADD MORE BUSINESS ADDRESSES BY CLICKING THE ADD ADDITIONAL ADDRESS LINK AT THE TOP OF THE VIEW REGISTRATION DETAILS PAGE OR YOU MAY FINISH YOUR REGISTRATION

32 Important Information for future update, edit or to view payment information TIP - ONCE YOUR PASSWORD IS RECEIVED, YOU CAN ACCESS OR CHANGE YOUR INFORMATION 24 HOURS A DAY Close all Browser windows for security

33 BUSINESS PAYEE CORPORATION 111 BUSINESS PAYEE AVE LANSING, MI USA NOTE: THE TEMPORARY PASSWORD LETTER YOU RECEIVE IN THE MAIL WILL LOOK LIKE THIS. REMEMBER, YOU SHOULD CHANGE YOUR TEMPORARY PASSWORD AS SOON AS YOU CAN. THE PASSWORD WILL INACTIVATE AFTER 30 DAYS. NOTE: IF YOU HAVE SIGNED UP FOR DIRECT DEPOSIT AND ENTERED AN ADDRESS, YOU WILL BE NOTIFIED BY PRIOR TO RECEIVING PAYMENT FUNDS IN YOUR BANK ACCOUNT(S). THE WILL LOOK LIKE THIS. YOU MAY VIEW YOUR PAYMENT DETAILS BY LINKING TO OUR WEBSITE AND SIGNING IN WITH YOUR USER ID AND PASSWORD ON OR AFTER THE DATE SPECIFIED.

34 Congratulations! You have completed the Contract and Payment Express Vendor Registration Process Overview for Business Payees If you are ready to sign up for Vendor Registration Click on The C&PE site also has forms and reference, a list of FAQ and Keywords

35 Questions? Please contact the Office of Financial Management Help Desk at (517) or (888) We hope this training tutorial has been a positive and meaningful experience. Thank you.

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